| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 149,229 | $3.02M | $3.01M | -$7,468.49 | -0.25% |
Adam Stalnaker Rockport Wealth LLC | 3.75M | $75.96M | $75.66M | -$302,216.68 | -0.4% |
Alison Gould Persium Advisors, LLC | 44,150 | $890,064 | $890,726.25 | $662.25 | 0.07% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 30,111 | $609,447 | $607,790.53 | -$1,656.47 | -0.27% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 6,700 | $135,641.71 | $135,206 | -$435.71 | -0.32% |
| SC Stacey Cole Haven Private LLC | 202,803 | $4.1M | $4.09M | -$11,385.75 | -0.28% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 48,572 | $984,549.93 | $980,668.68 | -$3,881.25 | -0.39% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 237,766 | $4.83M | $4.8M | -$24,664.13 | -0.51% |
Copia Wealth Management Copia Wealth Management | 517,622 | $10.49M | $10.45M | -$46,679.38 | -0.44% |
Linda M. Cash Hicks Capital Management LLC | 25,317 | $512,416.21 | $511,150.23 | -$1,265.98 | -0.25% |
| RM Rich Mowrer Brookwood Investment Group LLC | 41,870 | $847,457.43 | $845,145.95 | -$2,311.48 | -0.27% |